Course curriculum

  • 1
    Understanding the typical Worldox Professional Setup
    • How a GX4 Professional System Works (In your office installation)
    • How Worldox GX4 Cloud Works
    • GX4 Cabinets
    • GX4 Active Profiling
  • 2
    Saving a New Document
    • GX4 Saving Files
    • GX4 Copy Profile From Button
    • GX4 Saving Files using Favorite Matters
    • GX4 Creating Versions
    • GX4 Quickprofiles
    • GX4 Creating Save Defaults
    • GX4 Using the Quicksave Button
    • GX4 Securing a File During the Initial Save
    • GX4 Saving and Retrieving Files not in Worldox
  • 3
    How to Find Documents
    • GX4 Locating Files with the Search Tab
    • GX4 Searches Using Direct Access
    • GX4 Finding Files using the Full Profile Search
    • GX4 Boolean Search
    • GX4 Filters Tab
    • GX4 Filtering a File List using the Filter Ext box
  • 4
    File List View Options
    • GX4 Comparing and Contrasting the List and Tile Views
    • GX4 Custom Layouts Templates
  • 5
    Tools for Organizing Files
    • GX4 Bookmarks
    • GX4 Workspaces and Projects
    • GX4 Favorite Matters
  • 6
    Working with Emails
    • GX4 Saving an Email and Email QuickProfiles
    • GX4 Emails and the Workzone
  • 7
    Worldox Cloud Troubleshooting (this section is taken from the support document "Worldox GX4 Cloud Basics and Troubleshooting Guide" published 2016
    • Document Does Not Check-In Automatically
    • Worldox dialog reports that the local document is newer than the online version when you open it
    • Microsoft Office crashes while working on a document
    • Worldox Cloud experiences a disconnect while a document is open
    • What to do if you think you have lost changes to a document
    • Effect of machine going to sleep (or closing the lid of a laptop while Worldox is running)
    • Document is being reported as corrupted on open and file size is only 1k in Worldox